PlantSight Enterprise Help

To Export a Template

Follow these steps to download a sample Excel template to be used for importing data into the system.
  1. Open Tag Browser.
  2. Click Export Template ( ). The Export template dialog appears.
  3. Select the Class that you want to export. For example,
  4. Click Export. An Excel file is saved to your Windows Downloads folder, typically C:\Users\<User Name>\Downloads, where <User Name> is your Windows user name.
  5. Open the Excel file.

    Excel launches and opens a workbook that contains all the worksheets of classes selected in Step 4. For example,

  6. You can now enter the data into the worksheets that will be used to add into the system.
  7. When you are finished, save the Workbook and exit Excel.
    Tip: This workbook is now ready to import into PlantSight for Bulk Tag creation.